Weak Breadth & Inflation: Overblown or Concerning?

  Рет қаралды 8,921

CiovaccoCapital

CiovaccoCapital

Күн бұрын

Пікірлер: 60
@Otto9889
@Otto9889 13 сағат бұрын
I just wish more people would find this channel. Great analysis. Excellent market pulse.
@johntenaglia4752
@johntenaglia4752 Күн бұрын
Excellent. Appreciate the cautious optimism. It keeps us motivated yet alert and fair-minded. Very helpful material. Thanks again.
@gregbarnlund4102
@gregbarnlund4102 Күн бұрын
Excellent set of analyses, thank you!
@GhettoLenin
@GhettoLenin Күн бұрын
Thank you for your valuable insight Chris!
@merlinrocket007
@merlinrocket007 20 сағат бұрын
Another excellent analysis, thanks Chris!
@afonsodeportugal
@afonsodeportugal 20 сағат бұрын
Thank you, Mr. and Mrs. Ciovacco. I too, have learned to take it day by day.
@stevenmix3723
@stevenmix3723 22 сағат бұрын
It looks like December 2021. The look like January 2022 will be coming pretty darn quick, evidently when I look at the charts you are looking at.
@steveb.1967
@steveb.1967 19 сағат бұрын
In terms of nGDP it is nothing like that. The most important stat today is the initial unemployment claim jump last week. Labor is the key driver of everything.
@marcusbrown6326
@marcusbrown6326 10 сағат бұрын
Always enjoy the podcast. I make sure I always get to watch it whenever I can. Thanks Chris.
@justinarnold1431
@justinarnold1431 7 сағат бұрын
Thank you for your research.
@rainerluthershelley5131
@rainerluthershelley5131 20 сағат бұрын
Thank you..Happy Weekend.
@mjbucar
@mjbucar 14 сағат бұрын
Thank you Chris.
@georgeoommen9489
@georgeoommen9489 Күн бұрын
The bulls are just getting started, setting the stage for an exciting rally. 🐂🐂
@TheSwift121
@TheSwift121 18 сағат бұрын
Thank you for giving us the information to remain calm and not guided by our emotions
@tonymartucci7097
@tonymartucci7097 17 сағат бұрын
Thanks for sharing your work
@JamesGodish
@JamesGodish 20 сағат бұрын
I really look forward to your videos. So well done. Thank you!
@DevinDJones
@DevinDJones Күн бұрын
Love the content!
@danm3340
@danm3340 15 сағат бұрын
I recently rotated out of tesla into Amazon for this exact reason. Expect growth but also want to minimize downside risk
@2023gainer
@2023gainer Күн бұрын
High Rents near all heavily populated areas. Maybe some relief if construction increases. Thumbs Up video/ comments. Thanks
@dangardner8456
@dangardner8456 14 сағат бұрын
Love these vidz - please keep up the good work.
@faisal-ca
@faisal-ca Күн бұрын
I find it helpful.
@jackgoldman1
@jackgoldman1 11 сағат бұрын
My only complaint about the economy is the use of dishonest measures, 2D IOUs, credit, crypto, debt notes, pixels, digits. These are not honest measures. I need honest measures. In my opinion that is US Treasury gold and silver eagles. In silver, gasoline is cheaper than in the 1950's with ZERO inflation. Inflation is man made, caused by dishonest people issuing massive numbers of fake man made 2D IOUs. Dow 18 ounces of gold in 1929 and 2024. Is it an IOU bubble?
@jackgoldman1
@jackgoldman1 10 сағат бұрын
I am confused. Gold has outperformed stocks by 100% since 1999 for 24 years. Why would I not want to be in gold instead of stocks? In other words, cash, US Treasury gold, has outperformed. Why? Dow was 44 ounces of gold in 1999, excellent all time sell sector for stocks, buy signal for gold. Now Dow is 16 ounces of gold, down 64%. In IOUs up, in honest measures, gold, way down. It confuses me why we use dishonest measures, IOUs from private Fed instead of honest gold from US Treasury?
@mikeb6354
@mikeb6354 Күн бұрын
that was fantastic
@dennis6325
@dennis6325 Күн бұрын
How can you use value stocks and the S&P 500 as a proxy for inflation?
@afonsodeportugal
@afonsodeportugal 20 сағат бұрын
What would you use instead?
@itm_randy
@itm_randy 18 сағат бұрын
Great question, it goes back to understanding how inflation impacts growth. When investors are anticipating an increase in inflation, that means that the Fed will have to increase interest rates. An increase in rates will slow down future projects for companies to grow. Suddenly, investors don’t want growth names anymore so they rotate to something else.
@dennis6325
@dennis6325 17 сағат бұрын
@@itm_randy Thank you. Makes sense. I sort of figured that, but in the back of my mind was thinking, "Shoot Chris, most of the time I prefer value and dividend stocks instead of growth stocks."
@markettrader911
@markettrader911 Күн бұрын
Haven’t watched the video, I know Chris will say “Overblown. Historically the market was higher 12 months later”
@UziGameGP
@UziGameGP Күн бұрын
😂
@buddy_love
@buddy_love 4 сағат бұрын
Lol the forever optimist that guy
@bobcurran4236
@bobcurran4236 17 сағат бұрын
GREAT VIDEO, Chris, how are we going tp pay down the huge debt 30+trillion down?
9 сағат бұрын
The US government buys bitcoins with all of their tax revenues and keeps on issuing bonds to pay for services and buy more bitcoins. Following Saylor’s play. When Bitcoin becomes $1mm per coin the government liquidates just clears all debts. (And Satoshi becomes the world’s first multi trillionaire of course.). This is of course fiction as the Hindenburg omen got confirmed on Dec 13. So this movie may have a near term spike down.
@alihanbaloglu2599
@alihanbaloglu2599 18 сағат бұрын
So everything is bullish?
@brixton203
@brixton203 18 сағат бұрын
S&p will top around 7k then have 50% crash
@MetuBlackwell
@MetuBlackwell 22 сағат бұрын
Big shoutout to the guy in the comments who recommended Elizzarda to me-you really helped me out. Thanks a ton 🤝🤝🤝
@JudgeMatty
@JudgeMatty 19 сағат бұрын
Elizzarda? 🗑
@zaildarbains
@zaildarbains Минут бұрын
E-Lizzard
@ericmodernel9205
@ericmodernel9205 22 сағат бұрын
You never said 2022 was going to be bad I lost money because of you
@nullify1974
@nullify1974 21 сағат бұрын
So you panicked and lost $. Your fault. If you stayed the course you would have been dominating since. Clearly you don't listen well.
@ericmodernel9205
@ericmodernel9205 19 сағат бұрын
@@nullify1974 go screw
@alexbuilds706
@alexbuilds706 18 сағат бұрын
😂 Prob not the answer he was looking for… Perfect for the rest of us though!
@ericmodernel9205
@ericmodernel9205 22 сағат бұрын
You said 2022 was going to moon
@hop9920
@hop9920 21 сағат бұрын
Did he. Where's the video I wanna see it
@gentronseven
@gentronseven 18 сағат бұрын
Most of these guys only say the market is going to moon that's what their job is. It's so rarely wrong that I don't think they really bother looking at anything bearish because they are programmed to ignore it. But I don't mind having cash ratios that look more like Warren Buffett's because he is more likely to be correct. Taking a bunch of heavily lagging indicators and saying 40 PE stocks that make up half or more of the market are going to do well is pretty optimistic
@ericmodernel9205
@ericmodernel9205 22 сағат бұрын
You better be correct
@afonsodeportugal
@afonsodeportugal 20 сағат бұрын
You should make your own analysis of the stock market.
@ericmodernel9205
@ericmodernel9205 19 сағат бұрын
@@afonsodeportugal go screw
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